UNP Stock: Insider Activity, Filings & Research
Drillr aggregates AI research, SEC filings, earnings signals and alt-data for UNP. 3 published articles.
Insider Activity
Over the trailing 90 days, insiders recorded 0 open-market purchases and 3 sales, a net selling of $4.2M. The largest was Rocker Kenyatta G (officer: EVP MARKETING & SALES) selling $3.2M. The stock fell 0.4% over three months. Institutional holders were mixed over recent 13F filings. Insider sentiment scores 0/100.
Updated Jun 4, 2026 · based on SEC Form 4 filings · not investment advice
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| May 11, 2026 | Rocker Kenyatta Gofficer: EVP MARKETING & SALES | Grant | 3 | $264.65 |
| May 11, 2026 | Jalali Rahulofficer: EVP & CHIEF INFORMATION OFFICE | Grant | 9 | $264.65 |
| May 11, 2026 | Gehringer Eric Jofficer: EVP OPERATIONS | Grant | 14 | $264.65 |
| May 11, 2026 | Hamann Jennifer Lofficer: EVP & CHIEF FINANCIAL OFFICER | Grant | 9 | $264.65 |
| May 11, 2026 | Powers Carrie Jofficer: VP & CONTROLLER | Grant | 6 | $264.65 |
| May 11, 2026 | Rocker Kenyatta Gofficer: EVP MARKETING & SALES | Grant | 13 | $264.65 |
| May 11, 2026 | Conlin Christina Bofficer: EVP CHIEF LEGAL OFFICER & CORP | Grant | 7 | $264.65 |
| Apr 28, 2026 | Hamann Jennifer Lofficer: EVP & CHIEF FINANCIAL OFFICER | Sell | 2,000 | $274.70 |
| Apr 28, 2026 | Rocker Kenyatta Gofficer: EVP MARKETING & SALES | Option | 15,531 | $186.11 |
| Apr 28, 2026 | Rocker Kenyatta Gofficer: EVP MARKETING & SALES | Sell | 11,856 | $271.76 |
| Apr 28, 2026 | Rocker Kenyatta Gofficer: EVP MARKETING & SALES | Option | 11,856 | $161.57 |
| Apr 13, 2026 | Rocker Kenyatta Gofficer: EVP MARKETING & SALES | Grant | 14 | $250.51 |
| Apr 13, 2026 | Jalali Rahulofficer: EVP & CHIEF INFORMATION OFFICE | Grant | 10 | $250.51 |
| Apr 13, 2026 | Powers Carrie Jofficer: VP & CONTROLLER | Grant | 6 | $250.51 |
| Apr 13, 2026 | Conlin Christina Bofficer: EVP CHIEF LEGAL OFFICER & CORP | Grant | 8 | $250.51 |
Source: UNP SEC Form 4 filings, latest May 11, 2026. For informational purposes only — not investment advice.
Research
April CPI Spike: XOM and CVX Win as Higher-for-Longer Rates Crush AAL
April's fuel-driven CPI surge signals persistent US inflation, favoring oil majors XOM and CVX with production growth, banks like JPM via NII, while pressuring airlines AAL and rails UNP. Ranked picks prioritize energy exposure at reasonable valuations amid higher-for-longer rates.
XOMCVXJPMHormuz Blockade: COP, XOM Surge as VLO Eyes Margin Windfall — WMT Holds Firm
US Hormuz blockade announcement on April 12, 2026, propelled oil over $100/bbl, favoring upstream leaders like COP and XOM while WMT and UNP showcase resilience. Energy stocks rally amid a severed historical correlation, with refiners like VLO poised for margin expansion. Ranked picks prioritize pure-play exposure at attractive multiples.
XOMCVXCOPOil Above $100: XOM and CVX Surge While AMZN, WMT, and F Face Fuel Crisis
US Hormuz blockade spikes oil >$100/bbl, favoring XOM and CVX with massive upstream upside while pressuring F, AMZN, WMT, and UNP via fuel costs. Ranked picks highlight energy leaders as buys amid sector divide.
XOMCVXWMT
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